Mission Wealth’s Spotlight on the Team for August is Client Advisor Associate Jessica Mora. Jessica achieved her CERTIFIED FINANCIAL PLANNER™ certification this month, and she has been a part of the Mission Wealth team since 2017. In her role at the firm, she gathers up-to-date data and documents from clients, putting together financial analyses for wealth management reviews and year-end reviews. In this interview, Jessica discusses growing up on the Central Coast, her love of the outdoors and her interest in behavioral finance.
Mission Wealth is pleased to announce that for the fourth time in a row, the firm has been recognized in the Inc. 5000, the most prestigious ranking of the nation’s fastest-growing private companies. Not only has the wealth management firm ranked #4450 on the 2018 list, they also received Inc. 5000 honors as #9 in the Top 10 Santa Barbara – Santa Maria – Goleta, CA companies list.
Mission Wealth’s Spotlight on the Team for July is Client Advisor Amanda Thomas. Amanda has been with Mission Wealth for more than 12 years, and brings to the firm over 35 years experience in finance. In her role at Mission Wealth, she becomes personally acquainted with the specific goals and financial lives of her clients and then delivers customized financial planning, risk management, and tax strategies to assist in their goal achievement. In this interview Amanda discusses her passion for sports, travel and languages.
This annual survey is performed by Financial Advisor Magazine as a means of measuring growth among independent advisors across the U.S. Firms must be registered investment advisors and provide financial planning and/or related services to individual clients.
Mission Wealth’s Spotlight on the Team for June is Client Advisor Jenna Rogers. This month marks her 10-year anniversary with Mission Wealth! In this interview, Jenna reveals how traveling played a formative role in her life and why taking trips is key to refreshing her perspective. In her role as an advisor with the firm, Jenna becomes intimately acquainted with the specific goals and financial lives of her clients and then delivers customized financial planning, risk management and tax planning solutions to assist in their goal achievement.
Mission Wealth is pleased to announce that we have been named one of Inc. magazine’s Best Workplaces for 2018 with standout employee engagement. This is the publication’s third annual national ranking in the fast-growing private company sector.
Client Advisor Ryan Niedbalski is the focus of our spotlight for the month of May. In his role at the firm, he works to understand client needs and develops investment, estate, and financial planning strategies to best meet clients’ current and long-term goals. He takes pride in helping clients learn how to put their hard-earned savings to work and see their legacies develop. An alum and a lifelong fan of Louisiana State University, Ryan is busy on autumn Saturdays watching Tiger games.
A client advisor with Mission Wealth, Jeff Avila joined because of the firm’s culture of focusing on helping clients improve their financial outcomes. Jeff, who is a California native and father of two teenagers, prides himself on his ability to go above and beyond to serve his clients.
This month’s Spotlight on the Team is on Partner and Client Advisor Geoff Gaggs. In this interview, he tells us a little about his outlook on life and how he started working with Mission Wealth way back in 2000. We also learn about his enjoyment of sports with his kids, travel and wine.
Dannell Stuart, a Client Advisor and a Partner with Mission Wealth, tells of her lifelong love of travel, her interest in a certain Irish rock band and the satisfaction she feels being in the position to help others in her career.